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Capital Southwest (CSWC) Competitors

Capital Southwest logo
$24.96 +0.28 (+1.13%)
As of 04:00 PM Eastern

CSWC vs. ARCC, GBDC, MFIC, NMFC, and OCSL

Should you buy Capital Southwest stock or one of its competitors? Capital Southwest's main competitors and comparable companies include Ares Capital (ARCC), Golub Capital BDC (GBDC), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), and Oaktree Specialty Lending (OCSL). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Capital Southwest compare to Ares Capital?

Capital Southwest (NASDAQ:CSWC) and Ares Capital (NASDAQ:ARCC) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, dividends, profitability, media sentiment, risk and valuation.

In the previous week, Ares Capital had 15 more articles in the media than Capital Southwest. MarketBeat recorded 17 mentions for Ares Capital and 2 mentions for Capital Southwest. Ares Capital's average media sentiment score of 0.97 beat Capital Southwest's score of 0.54 indicating that Ares Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Capital
10 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest presently has a consensus price target of $23.60, indicating a potential downside of 5.45%. Ares Capital has a consensus price target of $20.40, indicating a potential upside of 2.41%. Given Ares Capital's stronger consensus rating and higher possible upside, analysts clearly believe Ares Capital is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73

Ares Capital has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Ares Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.85$113M$1.8113.79
Ares Capital$3.05B4.69$1.30B$1.3514.76

Capital Southwest has a beta of 0.69, suggesting that its share price is 31% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.56, suggesting that its share price is 44% less volatile than the broader market.

23.4% of Capital Southwest shares are held by institutional investors. Comparatively, 27.4% of Ares Capital shares are held by institutional investors. 2.7% of Capital Southwest shares are held by company insiders. Comparatively, 0.5% of Ares Capital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.3%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 9.6%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital pays out 142.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years.

Capital Southwest has a net margin of 46.68% compared to Ares Capital's net margin of 30.91%. Capital Southwest's return on equity of 13.88% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
Ares Capital 30.91%9.80%4.50%

Summary

Ares Capital beats Capital Southwest on 10 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to Golub Capital BDC?

Capital Southwest (NASDAQ:CSWC) and Golub Capital BDC (NASDAQ:GBDC) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, media sentiment, analyst recommendations, dividends, risk, valuation, earnings and institutional ownership.

Golub Capital BDC has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Golub Capital BDC, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.85$113M$1.8113.79
Golub Capital BDC$870.78M3.94$376.65M$0.6520.31

In the previous week, Golub Capital BDC had 1 more articles in the media than Capital Southwest. MarketBeat recorded 3 mentions for Golub Capital BDC and 2 mentions for Capital Southwest. Golub Capital BDC's average media sentiment score of 1.79 beat Capital Southwest's score of 0.54 indicating that Golub Capital BDC is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Golub Capital BDC
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Capital Southwest currently has a consensus price target of $23.60, suggesting a potential downside of 5.45%. Golub Capital BDC has a consensus price target of $13.90, suggesting a potential upside of 5.30%. Given Golub Capital BDC's stronger consensus rating and higher possible upside, analysts clearly believe Golub Capital BDC is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Golub Capital BDC
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.86

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 42.4% of Golub Capital BDC shares are owned by institutional investors. 2.7% of Capital Southwest shares are owned by company insiders. Comparatively, 1.4% of Golub Capital BDC shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Capital Southwest has a net margin of 46.68% compared to Golub Capital BDC's net margin of 21.45%. Capital Southwest's return on equity of 13.88% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
Golub Capital BDC 21.45%9.91%4.39%

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.3%. Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.0%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Golub Capital BDC pays out 203.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years.

Capital Southwest has a beta of 0.69, indicating that its stock price is 31% less volatile than the broader market. Comparatively, Golub Capital BDC has a beta of 0.39, indicating that its stock price is 61% less volatile than the broader market.

Summary

Capital Southwest and Golub Capital BDC tied by winning 10 of the 20 factors compared between the two stocks.

How does Capital Southwest compare to MidCap Financial Investment?

MidCap Financial Investment (NASDAQ:MFIC) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, media sentiment, dividends, risk, analyst recommendations, institutional ownership, valuation and earnings.

Capital Southwest has a net margin of 46.68% compared to MidCap Financial Investment's net margin of -9.85%. Capital Southwest's return on equity of 13.88% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment-9.85% 11.17% 4.41%
Capital Southwest 46.68%13.88%6.45%

28.5% of MidCap Financial Investment shares are held by institutional investors. Comparatively, 23.4% of Capital Southwest shares are held by institutional investors. 0.9% of MidCap Financial Investment shares are held by insiders. Comparatively, 2.7% of Capital Southwest shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.7%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.3%. MidCap Financial Investment pays out -344.4% of its earnings in the form of a dividend. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years. MidCap Financial Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Capital Southwest has lower revenue, but higher earnings than MidCap Financial Investment. MidCap Financial Investment is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MidCap Financial Investment$320.88M2.51$63.17M-$0.36N/A
Capital Southwest$232.10M6.85$113M$1.8113.79

MidCap Financial Investment currently has a consensus target price of $11.11, suggesting a potential upside of 13.80%. Capital Southwest has a consensus target price of $23.60, suggesting a potential downside of 5.45%. Given MidCap Financial Investment's higher possible upside, equities analysts plainly believe MidCap Financial Investment is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MidCap Financial Investment
1 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.11
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, MidCap Financial Investment and MidCap Financial Investment both had 2 articles in the media. Capital Southwest's average media sentiment score of 0.54 beat MidCap Financial Investment's score of 0.00 indicating that Capital Southwest is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MidCap Financial Investment
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital Southwest
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MidCap Financial Investment has a beta of 0.61, indicating that its share price is 39% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.69, indicating that its share price is 31% less volatile than the broader market.

Summary

Capital Southwest beats MidCap Financial Investment on 13 of the 18 factors compared between the two stocks.

How does Capital Southwest compare to New Mountain Finance?

New Mountain Finance (NASDAQ:NMFC) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, media sentiment, earnings, valuation, profitability and institutional ownership.

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.2%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.3%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Capital Southwest has lower revenue, but higher earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance$327.08M2.18$16.49M-$0.47N/A
Capital Southwest$232.10M6.85$113M$1.8113.79

Capital Southwest has a net margin of 46.68% compared to New Mountain Finance's net margin of -16.78%. Capital Southwest's return on equity of 13.88% beat New Mountain Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-16.78% 10.94% 4.58%
Capital Southwest 46.68%13.88%6.45%

New Mountain Finance presently has a consensus price target of $8.60, suggesting a potential upside of 13.76%. Capital Southwest has a consensus price target of $23.60, suggesting a potential downside of 5.45%. Given New Mountain Finance's higher probable upside, research analysts clearly believe New Mountain Finance is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

New Mountain Finance has a beta of 0.55, meaning that its share price is 45% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.69, meaning that its share price is 31% less volatile than the broader market.

32.1% of New Mountain Finance shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 14.9% of New Mountain Finance shares are owned by insiders. Comparatively, 2.7% of Capital Southwest shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Capital Southwest had 1 more articles in the media than New Mountain Finance. MarketBeat recorded 2 mentions for Capital Southwest and 1 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 0.55 beat Capital Southwest's score of 0.54 indicating that New Mountain Finance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Capital Southwest
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Capital Southwest beats New Mountain Finance on 12 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to Oaktree Specialty Lending?

Capital Southwest (NASDAQ:CSWC) and Oaktree Specialty Lending (NASDAQ:OCSL) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, valuation, profitability, earnings, institutional ownership, analyst recommendations, risk and media sentiment.

In the previous week, Oaktree Specialty Lending had 3 more articles in the media than Capital Southwest. MarketBeat recorded 5 mentions for Oaktree Specialty Lending and 2 mentions for Capital Southwest. Oaktree Specialty Lending's average media sentiment score of 0.99 beat Capital Southwest's score of 0.54 indicating that Oaktree Specialty Lending is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest presently has a consensus price target of $23.60, indicating a potential downside of 5.45%. Oaktree Specialty Lending has a consensus price target of $11.83, indicating a potential downside of 8.90%. Given Capital Southwest's stronger consensus rating and higher possible upside, equities analysts plainly believe Capital Southwest is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Capital Southwest has higher earnings, but lower revenue than Oaktree Specialty Lending. Capital Southwest is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$232.10M6.85$113M$1.8113.79
Oaktree Specialty Lending$316.80M3.61$33.92M$0.4827.06

Capital Southwest has a net margin of 46.68% compared to Oaktree Specialty Lending's net margin of 14.45%. Capital Southwest's return on equity of 13.88% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
Oaktree Specialty Lending 14.45%9.70%4.64%

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 2.7% of Capital Southwest shares are owned by company insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.3%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years. Capital Southwest is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Capital Southwest has a beta of 0.69, meaning that its stock price is 31% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.49, meaning that its stock price is 51% less volatile than the broader market.

Summary

Capital Southwest beats Oaktree Specialty Lending on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSWC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.57B$5.58B$13.81B$12.76B
Dividend Yield9.40%7.39%5.89%11.09%
P/E Ratio13.7937.4527.8921.07
Price / Sales6.851,278.70523.2095.12
Price / Cash11.1748.2238.3153.23
Price / Book1.502.132.186.37
Net Income$113M$416.48M$1.31B$347.74M
7 Day Performance0.32%-0.21%-0.30%0.08%
1 Month Performance3.74%1.20%1.55%2.13%
1 Year Performance11.48%8.30%11.88%20.64%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
3.0242 of 5 stars
$24.96
+1.1%
$23.60
-5.4%
+10.2%$1.57B$232.10M13.7920
ARCC
Ares Capital
3.2284 of 5 stars
$19.98
-0.1%
$20.40
+2.1%
-11.3%$14.37B$3.05B14.802,550
GBDC
Golub Capital BDC
3.0864 of 5 stars
$13.13
-0.3%
$13.90
+5.9%
-10.3%$3.42B$870.78M20.20N/A
MFIC
MidCap Financial Investment
2.2785 of 5 stars
$9.68
-0.8%
$11.25
+16.2%
-24.2%$803.96M$320.88MN/AN/A
NMFC
New Mountain Finance
2.3554 of 5 stars
$7.69
-0.8%
$8.60
+11.8%
-27.0%$732.01M$327.08MN/AN/A

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This page (NASDAQ:CSWC) was last updated on 8/21/2026 by MarketBeat.com Staff.
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